See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,626 | $111,754+62.5% | $103,333+75.8% | $145,922+24.5% |
| Participation rate | 94.7% | 77.9%+16.8pp | 74.5%+20.2pp | 80.3%+14.5pp |
| Annual return | 24.86% | 24.77%+0.1pp | 24.88%0pp | 561.29%-536.4pp |
| Employer contribution / active EE | $22,051 | $4,212+423.5% | $3,868+470.1% | $4,660+373.2% |
| Participant deferral / active EE | $4,482 | $5,619-20.2% | $5,057-11.4% | $6,688-33.0% |
| Admin fee / account holder | $26,737 | $9,750+174.2% | $8,355+220.0% | $13,397+99.6% |